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TSMC to boost AI-driven foundry market share to 66% by 2025

Taiwan Semiconductor Manufacturing Co. (TSMC) is expected to boost its share of the pure-play foundry market from 64% to 66% by 2025.

This prediction comes from a report by International Data Corp. (IDC) amid anticipated 15% growth in the global integrated circuit (IC) market, driven by demand for AI applications and high-performance computing.

In 2023, TSMC held a 59% share of the traditional Foundry 1.0 market, which pertains to conventional pure-play wafer foundry operations.

IDC foresees that TSMC’s position in the Foundry 2.0 market will strengthen throughout 2024 and 2025, fueled by increasing demand from advancements in AI.

Recent Taiwan Semiconductor Manufacturing Co. developments

Timeline
10-Dec-2024 📊 TSMC’s November sales up 34% due to strong AI demand
  • TSMC sales up 34% in November at NT$276.1B.
  • Shares rise 80% in 2023, driven by AI demand.
09-Dec-2024 📈 TSMC’s market share hits nearly 65%: report
  • TSMC’s Q3 sales reach $23.53 billion.
  • Market share grows to 64.9% with strong demand.
05-Dec-2024 💻 TSMC, Nvidia discuss AI chip production in Arizona
  • TSMC to produce Nvidia’s Blackwell AI chips.
  • Arizona plant lacks necessary packaging capabilities.
28-Nov-2024 🔧 TSMC installs equipment at first 2-nanometer chip plant
  • TSMC installs 2-nm equipment in Kaohsiung.
  • Production aimed for 2025, targeting AI and smartphones.
18-Nov-2024 ⚖️ TSMC denies discriminatory hiring claims
  • TSMC silent on lawsuit over hiring bias accusations.
  • Accusations claim discrimination against non-East Asians.

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